Description

Though advisors have long focused on an accumulation goal before retirement, maximizing the longevity of portfolios after retirement may be more important.

Tax-efficient strategies optimizing the sequence of distributing assets can substantially increase the longevity and withdrawal rates of retirement portfolios.

At this session, Robert Keebler, a leading educator of financial planning professionals for over three decades, will cover:

• The order in which assets should be withdrawn from retirement portfolios• Tax asset classes• Managing asset location between tax asset classes• Hidden incentives within the income tax law for various investment assets• Managing capital gains and dividends, including loss harvesting• Managing tax bracketsTo collaborate with Bob deeply, subscribe to a free trial of our client education platform.Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.